The Atlas Annuity Podcast

What Happens When You Buy an Annuity


Listen Later

You’ve made the decision to buy an annuity—but what actually happens next? In this episode, I walk you through the full process, step by step. From submitting the application to funding the annuity and activating your benefits, I explain what to expect and when.

We’ll cover:

  • Why your advisor never touches your money
  • How direct rollovers protect you from unexpected taxes
  • When you’ll get your policy and how to set up your online access
  • What your “free look” period means and why it matters
  • Whether you’ve already bought an annuity or are still thinking about it, this episode will help you feel more confident and prepared.

    Want help with your own retirement plan? Visit AtlasAnnuity.com to schedule a call.

    ...more
    View all episodesView all episodes
    Download on the App Store

    The Atlas Annuity PodcastBy Marty Becker

    • 4.3
    • 4.3
    • 4.3
    • 4.3
    • 4.3

    4.3

    3 ratings


    More shows like The Atlas Annuity Podcast

    View all
    Your Money, Your Wealth by Joe Anderson, CFP® & Alan Clopine, CPA of Pure Financial Advisors

    Your Money, Your Wealth

    801 Listeners

    Retirement Answer Man by Roger Whitney, CFP®, CIMA®, RMA, CPWA®

    Retirement Answer Man

    1,322 Listeners

    Retirement Starts Today by Benjamin Brandt CFP®, RICP®

    Retirement Starts Today

    519 Listeners

    Ramsey Everyday Millionaires by Ramsey Network

    Ramsey Everyday Millionaires

    3,679 Listeners

    The Retirement and IRA Show by Jim Saulnier, CFP® & Chris Stein, CFP®

    The Retirement and IRA Show

    745 Listeners

    Big Picture Retirement® by Devin Carroll, CFP® & John Ross, JD

    Big Picture Retirement®

    534 Listeners

    Stay Wealthy Retirement Podcast by Taylor Schulte, CFP®

    Stay Wealthy Retirement Podcast

    666 Listeners

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen) by Suze Orman Media

    Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

    4,448 Listeners

    Ready For Retirement by James Conole, CFP®

    Ready For Retirement

    804 Listeners

    "Fun With Annuities" The Annuity Man Podcast by The Annuity Man

    "Fun With Annuities" The Annuity Man Podcast

    55 Listeners

    Annuity Straight Talk by Bryan Anderson

    Annuity Straight Talk

    13 Listeners

    Retirement Planning Education, with Andy Panko by Andy Panko

    Retirement Planning Education, with Andy Panko

    857 Listeners

    Retire With Style by Wade Pfau & Alex Murguia

    Retire With Style

    172 Listeners

    Retirement Answers by Jacob Duke, CFP®

    Retirement Answers

    103 Listeners

    Your Money Guide on the Side by Tyler Gardner

    Your Money Guide on the Side

    1,291 Listeners